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CIK: 0001839122
Total reported value
$442.3M
$442.3M
80 檔
16.4%
The Q4 2025 SEC filing reveals that Bouvel Investment Partners, LLC held a total portfolio value of $442.3M, covering 80 public equity positions.
In Q4 2025, Bouvel Investment Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 6.38% | -2.99% | +56.37% | |
| 2 | EVTR | Eaton Vance Total Return | ETF-Other | 3.96% | -0.62% | +10.35% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.59% | -0.99% | +2.37% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 3.53% | -0.13% | +7.42% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | -0.35% | +0.72% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.31% | +1.69% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.48% | +1.64% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.40% | -2.42% | EXIT | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.37% | -0.65% | +1.76% | |
| 10 | GE | General Electric | Stock-Industrials | 2.20% | +0.02% | +1.56% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | -0.09% | +1.71% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.11% | +0.01% | +1.34% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.98% | -0.16% | — | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.87% | — | +1.76% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.86% | -1.82% | EXIT | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.85% | +0.78% | +9.49% | |
| 17 | KKR | Kkr & Co Inc | Stock-Financials | 1.83% | — | +1.60% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.40% | +1.80% | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.82% | +1.77% | +1.69% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.80% | -1.02% | -1.11% | |
| 21 | MRVL | Marvell Technology Inc | Stock-Tech | 1.78% | +2.72% | +1.32% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 1.68% | -0.26% | — | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.65% | +0.93% | +1.68% | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 1.61% | +0.33% | +1.73% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.53% | -0.39% | +1.13% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.52% | — | +1.67% | |
| 27 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.38% | -0.38% | -0.16% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 1.38% | -0.14% | +1.75% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.37% | -0.11% | -1.59% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.34% | -1.11% | EXIT | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 1.29% | — | +1.49% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 1.27% | +0.10% | — | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.27% | -0.41% | +1.51% | |
| 34 | TER | Teradyne Inc | Stock-Tech | 1.26% | -0.04% | -0.23% | |
| 35 | FSLR | First Solar Inc | Stock-Tech | 1.23% | -0.06% | +0.08% | |
| 36 | MTZ | Mastec Inc | Stock-Industrials | 1.23% | +0.02% | -0.48% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | -0.09% | -4.31% | |
| 38 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.10% | -0.50% | -0.72% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.10% | -1.10% | EXIT | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.08% | -0.24% | +4.91% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.81% | EXIT | |
| 42 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.00% | +1.01% | — | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.92% | +0.02% | -0.74% | |
| 44 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.90% | +0.15% | -19.19% | |
| 45 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.87% | -0.14% | -4.32% | |
| 46 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.80% | -0.30% | -0.45% | |
| 47 | VICR | Vicor CORP | Stock-Tech | 0.76% | +0.95% | +0.35% | |
| 48 | SYM | Symbotic Inc | Stock-Industrials | 0.76% | -0.24% | -0.44% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.73% | — | +1.68% | |
| 50 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.71% | -0.58% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | +2% | +56.37% | Add |
| 2 | LITE | Lumentum Holdings Inc | +0.6% | -0.72% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.5% | +1.34% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +1.76% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.71% | Add |
| 6 | VICR | Vicor CORP | +0.4% | +0.35% | Add |
| 7 | TER | Teradyne Inc | +0.3% | -0.23% | Trim |
| 8 | PLUG | Plug Power Inc | +0.2% | +2210.37% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.2% | +7.42% | Add |
| 10 | EVTR | Eaton Vance Total Return | +0.2% | +10.35% | Add |
| 11 | TWLO | Twilio Inc - A | +0.1% | +3.01% | Add |
| 12 | FSLR | First Solar Inc | +0.1% | +0.08% | Add |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.1% | +19.86% | Add |
| 14 | MPWR | Monolithic Power Systems Inc | +0.1% | +37.92% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | +1.67% | Add |
| 16 | INTC | Intel CORP | +0.1% | +1.69% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +1.13% | Add |
| 18 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +9.49% | Add |
| 19 | AVGO | Broadcom Inc | 0% | +2.37% | Add |
| 20 | JEPI | Jpmorgan Equity Premium Inco | 0% | +7.30% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +1.69% | Add |
| 22 | ZS | Zscaler Inc | -0.2% | +1.43% | Add |
| 23 | AEHR | Aehr Test Systems | -0.2% | -2.33% | Trim |
| 24 | QBTS | D-wave Quantum Inc | -0.2% | -19.19% | Trim |
| 25 | PANW | Palo Alto Networks Inc | -0.3% | +1.68% | Add |
| 26 | META | Meta Platforms Inc-class A | -0.3% | +1.80% | Add |
| 27 | COIN | Coinbase Global Inc -class A | -0.3% | -0.84% | Trim |
| 28 | ETN | Eaton Corporation plc | -0.3% | +1.75% | Add |
| 29 | TEM | Tempus Ai Inc-cl A | -0.3% | -1.88% | Trim |
| 30 | UBER | Uber Technologies Inc | -0.3% | +1.49% | Add |
| 31 | MSFT | Microsoft CORP | -0.3% | +1.64% | Add |
| 32 | KTOS | Kratos Defense & Security | -0.4% | -0.16% | Trim |
| 33 | SMR | Nuscale Power CORP | -0.6% | -0.66% | Trim |
| 34 | OKLO | Oklo Inc | -0.8% | -31.93% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | -1.3% | -44.74% | Trim |
| 36 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 37 | BA | Boeing Co/the | — | NEW | New buy |
| 38 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 39 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 40 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 41 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 42 | DDOG | Datadog Inc - Class A | — | NEW | New buy |
| 43 | IMCG | Ishares Morningstar Mid-cap | — | EXIT | Sold out |
| 44 | GRAL | Grail Inc | — | NEW | New buy |
| 45 | EPAM | Epam Systems Inc | — | NEW | New buy |
| 46 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 47 | CERS | Cerus CORP | — | EXIT | Sold out |
| 48 | AUR | Aurora Innovation Inc | — | EXIT | Sold out |
| 49 | QUBT | Quantum Computing Inc | — | NEW | New buy |
| 50 | ILMN | Illumina Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bouvel Investment Partners, LLC reported a total U.S. public equity portfolio value of $442.3M across 80 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BOND, EVTR, AVGO) accounted for 16.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBM
市值: $6.9M
Top Position Liquidated / Trimmed
FISV
前期市值: $4.5M
During Q4 2025, Bouvel Investment Partners, LLC's top holdings by market value included BOND (6.4%)、EVTR (4.0%)、AVGO (3.6%). The largest single position, BOND, represented 6.4% of total portfolio value.
In Q4 2025, Bouvel Investment Partners, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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